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VP

Vito Paonessa

Financial Adviser

Financial Life Balance Pty Ltd
Ivanhoe East, VIC 3079

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About

Vito Paonessa is an ASIC-registered financial adviser based in Ivanhoe East, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business from Phillip Institute of Technology (1989) and a Graduate Diploma in Financial Planning from the Securities Institute (2002), Vito brings a wealth of knowledge and experience to his practice. As a member of CPA Australia (CPA), he adheres to the highest ethical and professional standards. Vito is authorized to provide advice on a wide range of financial products, ensuring that clients receive well-rounded and informed guidance. He can assist with superannuation, insurance, wealth management, and retirement planning, as well as investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. His holistic approach to financial planning considers all aspects of your financial life, helping you make informed decisions and build a secure future. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Vito Paonessa today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth management Insurance solutions Investment advice

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000452996

Verify on ASIC Register

Authorised Representative Number

000242770

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Vito Paonessa offer?

Vito Paonessa provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.

What qualifications does Vito Paonessa hold?

Vito holds a Bachelor of Business from Phillip Institute of Technology (1989) and a Graduate Diploma in Financial Planning from the Securities Institute (2002). He is also a member of CPA Australia (CPA).

What can I expect during my first consultation with Vito?

During your initial consultation, Vito will take the time to understand your financial situation, goals, and risk tolerance. He'll explain his services and how he can help you achieve your objectives. This is a great opportunity to ask questions and determine if Vito is the right financial adviser for you.

How can Vito Paonessa help me with my retirement planning?

Vito can help you develop a comprehensive retirement plan that considers your income needs, lifestyle goals, and investment strategy. He can also advise you on superannuation options and strategies to maximize your retirement savings.

Is Vito Paonessa an ASIC-registered financial adviser?

Yes, Vito Paonessa is an ASIC-registered financial adviser, ensuring he meets the regulatory requirements and ethical standards set by the Australian Securities and Investments Commission.

Get in Touch

Contact Vito directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.